Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,370 | $76,551-82.5% | $123,894-89.2% | $62,881-78.7% |
| Participation rate | 16.4% | 73.0%-56.6pp | 81.4%-65.0pp | 69.3%-52.9pp |
| Annual return | -21.16% | 18.68%-39.8pp | 47.52%-68.7pp | 20.14%-41.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,878 | $4,840-61.2% | $5,984-68.6% | $3,203-41.4% |
| Admin fee / account holder | $2,975 | $4,826-38.4% | $8,357-64.4% | $4,296-30.8% |